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Kestra Private Wealth Services’s First Trust Expanded Technology ETF XPND Stock Holding History

Kestra Private Wealth Services’s Portfolio XPND Stock Details XPND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$350K Buy
8,363
+300
+4% +$11.5K ﹤0.01% 1434
2026
Q1 		$265K Sell
8,063
-499
-6% -$17.3K ﹤0.01% 1506
2025
Q4 		$309K Hold
8,562
– – ﹤0.01% 1408
2025
Q3 		$311K Buy
8,562
+545
+7% +$18.8K ﹤0.01% 1342
2025
Q2 		$270K Buy
+8,017
New +$241K ﹤0.01% 1339

Other funds holding XPND

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kestra Private Wealth Services's XPND Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Trust Expanded Technology ETF (XPND) stake by 3.7% in Q2 2026, buying an estimated $11.5K and bringing the position to 8,363 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Kestra Private Wealth Services first reported a position in XPND in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

  • Kestra Private Wealth Services held 8,363 shares of First Trust Expanded Technology ETF worth $350K as of Q2 2026.
  • Kestra Private Wealth Services bought 300 First Trust Expanded Technology ETF shares in Q2 2026, an estimated $11.5K.
  • First Trust Expanded Technology ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1434 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Expanded Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.